TECHNICAL WHITEPAPER. Salesforce.com Integration

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1 TECHNICAL WHITEPAPER Salesforce.com Integration

2 Domo Advanced Builder Enhances and Extends Salesforce.com Dashboards and Reporting Because of its advanced feature set and innovative delivery model, Salesforce.com has become the leader in software-as-a-service (SaaS) customer relationship management (CRM) software and has been adopted by many organizations as their de facto solution for storing CRM data, tracking sales activities and creating forecasts. Domo Advanced Builder simplifies and enhances these capabilities by bringing together Salesforce.com reports and data from other enterprise systems into one intuitive, comprehensive view, and by creating dashboards that track multiple variables without requiring users to rerun multiple reports. Domo Advanced Builder provides organizations that use Salesforce.com with additional value by providing these benefits: Viewing data from multiple sources on one dashboard Accessing dashboards through Domo Advanced Builder or Salesforce.com Querying Salesforce.com data with the query wizard Simplifying Salesforce.com reporting Improving time to access Salesforce.com data Customizing the appearance of information Communicating securely between Domo Advanced Builder and Salesforce.com

3 Viewing Data from Multiple Sources on One Dashboard Companies that use Salesforce.com find it invaluable for storing their CRM data, and while Salesforce.com allows you to store other types of data in its database, many companies use methods outside of Salesforce.com to store data that is not CRM related. For example, accounting data might be stored in a Microsoft Excel spreadsheet. By using Domo Advanced Builder in conjunction with Salesforce.com, you can pull data from diverse sources and view it in one performance dashboard. This functionality makes it easy to view data stored in Salesforce.com, such as sales projections, alongside financial data like accounts receivable. Domo Advanced Builder can pull data from virtually any source to let you compare metrics side-by-side and ensure that you can access the information you need to make key decisions, and that you can access it when you need it. Accessing Dashboards Through Domo Advanced Builder or Salesforce.com In addition to being able to view data from multiple sources in a Domo Advanced Builder dashboard, you can choose which interface you want to use. For example, you can open the Domo Advanced Builder dashboard directly and view it within the Domo interface or you can set up a tab to view the dashboard within Salesforce.com. You can even use Salesforce.com controls to set up objects that render individual charts or graphs right on the Salesforce.com page. With this flexibility, the departments in your organization that access Salesforce.com frequently can view charts through the interface they use most often, including data that is stored in other repositories. Conversely, the departments that don t use Salesforce.com can view the same data through Domo. Querying Salesforce.com Data with the Query Wizard Typically, to export data from Salesforce.com, you must know how to query its web services using SOQL, which is Salesforce.com s customized version of structured query language (SQL). While SOQL is a simplified version of SQL, writing a query still requires fairly advanced knowledge. But with Domo Advanced Builder s query wizard, you can use a dragand-drop interface to easily create queries that will pull Salesforce.com data into a dashboard. When you launch the query wizard, it discovers the objects and properties you ve defined in Salesforce.com and displays them in the left pane. You can then drag them into the center pane to create a query that returns results using those objects. In addition, the SOQL commands are displayed in the right pane as you create the query and you can edit the SOQL directly if you choose. If you type directly into the commandline SOQL pane, the wizard prompts you with tips. For example, if you type a command like SELECT, the wizard prompts you with the correct parameters.

4 Simplifying Salesforce.com Reporting Using Domo Advanced Builder dashboards to query data in Salesforce.com simplifies the process of getting similar data with slightly different parameters. Salesforce.com includes powerful reporting options and allows you to create dashboards from data, but it doesn t allow you to easily change parameters for similar reports. For example, you can t simply change a date range on the same report; you must clone the report for every new date range. With a Domo Advanced Builder dashboard, it is not necessary to clone the dashboard to get similar information. You can design a dashboard to have variable input options and all you have to do to get new data according to the parameters is choose the option from a drop-down menu. Improving Time to Access Salesforce.com Data run queries at regular intervals and then cache the information so that the process of data retrieval runs in the background and is invisible to the user. Even simple queries executed directly in Salesforce.com can take 10 to 15 seconds and more complex queries can take 10 minutes or more. Domo Advanced Builder eliminates this wait time. You can set up schedules for two different types of caching in Domo Advanced Builder - a data snapshot and a scheduled query: 1. Data Snapshot - With this type of caching, the results from a Salesforce.com query are copied into a locally hosted database for very fast access; however, taking a data snapshot can be time-consuming and bandwidth intensive, so it is best to run it once per day during off hours. For data that is still useful when it is as much as a day old, a data snapshot is all you need. Although Domo Advanced Builder doesn t increase the query performance of Salesforce.com, it can 2. Scheduled Query - Use this caching option for more vital data that you need refreshed more frequently. You can set scheduled queries to run as often as is needed, allowing you to view the information you need immediately, ensuring that the data is as fresh as you need it to be. Domo Advanced Builder provides easy-to-use tools to help you choose which queries you want to schedule more frequently and which you want to schedule less frequently or allow to be accessed through a data snapshot.

5 Customizing the Appearance of Information Domo Advanced Builder is optimized to make your data look visually stunning. It includes advanced tools and templates to help you display your information any way you choose, including the ability to display your logo or colors in accordance with corporate style guidelines. The global color palettes make it easy to change the colors in all your graphs, charts or maps at once. Because of this advanced functionality, whenever you need to make presentations with your Salesforce.com data, you can pull it into a Domo Advanced Builder dashboard and ensure that your presentation will fit your corporate culture. Communicating Securely Between Domo Advanced Builder and Salesforce.com When querying Salesforce.com, Domo Advanced Builder authenticates itself using the secure authentication protocols native to Salesforce.com. Access to data can be secured down to individual users based on their roles and privileges in Salesforce.com, which allows you to grant users access to only the data they should see. If you have users in your organization who need to log in to both the Domo Advanced Builder and Salesforce.com interfaces, you can use a single sign-on plug-in tool. The Domo professional services team can help you implement this tool so that users can log in to both interfaces simultaneously. Conclusion Contact Info: Domo 350 S. 400 W. Suite 100 Lindon, UT Phone Fax Salesforce.com is powerful CRM software. By using Domo Advanced Builder in conjunction with Salesforce.com, you can view your CRM data alongside other data in your organization to better track key performance indicators (KPIs). In addition, Domo Advanced Builder enhances and simplifies many of the functions of Salesforce.com, enabling you to maximize your investment in Salesforce.com.